Hedge Fund Investor Letters Q1 2025
We will be sharing Q1 2025 hedge fund investor letters in this article.
Author Archive - Soumya Eswaran
Addus HomeCare Corp. (ADUS) Fell on Fears of Cuts to Medicaid
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
FDA Approval for its Drug Lifted Soleno Therapeutics (SLNO) Shares by 60%
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
Is Hamilton Lane (HLNE) Strategically Positioned for Growth in Private Asset Investment?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
Here’s Why MVB Financial Corp (MVBF) Fell in Q1
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
TimesSquare Capital U.S. Small Cap Growth Strategy Exited its Position in Day One Biopharmaceuticals Inc. (DAWN)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
TimesSquare Capital U.S. Small Cap Growth Strategy Decided to Trim Its Position in Freshpet (FRPT)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
Chef’s Warehouse (CHEF) Gained 10% in Q1
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
Boot Barn Holdings (BOOT) Fell on Tariff Concerns
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
Cactus Inc (WHD) Declined Amid Weak Earnings and Tariff Uncertainties
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
What Makes Infinity Natural Resources (INR) a Good Investment Bet?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
Transforming Neurological Care: Ceribell (CBLL)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
Verona Pharma (VRNA) Achieved Strong Launch for Ensifentrine After FDA Approval
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
Impressive Results Boosted Embraer S.A. (ERJ) Shares by 26% in Q1
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
Strong Results Lifted Magnolia Oil & Gas Corp. (MGY) in Q1
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
Here are TimesSquare Capital U.S. Small Cap Growth Strategy’s Comments on Valvoline (VVV)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
Encouraging Guidance and Robust Results Lifted Bright Horizons Family Solutions (BFAM) in Q1
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
TimesSquare Capital Management U.S. Small Cap Growth Strategy’s Q1 2025 Investor Letter
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
Baron Fifth Avenue Growth Fund Steadily Reducing Its Stake in ServiceNow (NOW)
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” first quarter 2025 investor letter.
Baron Fifth Avenue Growth Fund Increased Its Position in Taiwan Semiconductor Manufacturing Company Limited (TSM)
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” first quarter 2025 investor letter.
What Makes Datadog (DDOG) a Strong Investment?
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” first quarter 2025 investor letter.
Is This the Good Time to Add Alphabet (GOOG) Now?
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” first quarter 2025 investor letter.
What Makes Eli Lilly and Company (LLY) a Lucrative Investment?
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” first quarter 2025 investor letter.
Here’s Why Veeva Systems (VEEV) Surged in Q1
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” first quarter 2025 investor letter.
What Makes KKR & Co. (KKR) a Good Long-Term Bet?
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” first quarter 2025 investor letter.
Does Samsara (IOT) have a Long Runway for Growth?
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” first quarter 2025 investor letter.
Baron Fifth Avenue Growth Fund’s Q1 2025 Investor Letter
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” first quarter 2025 investor letter.
Baron Opportunity Fund Reentered Snowflake (SNOW) on a Dip
Baron Funds, an investment management company, released its “Baron Opportunity Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Is Monolithic Power Systems (MPWR) Poised for Growth as Innovation Drives Revenue Surge?
Baron Funds, an investment management company, released its “Baron Opportunity Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Baron Opportunity Fund’s Q1 2025 Investor Letter
Baron Funds, an investment management company, released its “Baron Opportunity Fund” first quarter 2025 investor letter.
FinVolution Group (FINV) Surged Following Its Strong International Growth
Renaissance Investment Management, an investment management company, released its Q1 2025 “International Small Cap Equity Strategy” investor letter.
Millicom International (TIGO) Benefited from its Cost Cutting Program
Renaissance Investment Management, an investment management company, released its Q1 2025 “International Small Cap Equity Strategy” investor letter.
Tower Semiconductor Ltd. (TSEM) Fell on Investors’ Concerns
Renaissance Investment Management, an investment management company, released its Q1 2025 “International Small Cap Equity Strategy” investor letter.
Should You Invest in Ituran Location and Control Ltd. (ITRN)?
Renaissance Investment Management, an investment management company, released its Q1 2025 “International Small Cap Equity Strategy” investor letter.
Renaissance International Small Cap Growth Strategy Sold Tecnoglass (TGLS) in Q1
Renaissance Investment Management, an investment management company, released its Q1 2025 “International Small Cap Equity Strategy” investor letter.
Renaissance Investment Management International Small Cap Equity Strategy’s Q1 2025 Investor Letter
Renaissance Investment Management, an investment management company, released its Q1 2025 “International Small Cap Equity Strategy” investor letter.
Should You Invest in Fair Isaac Corporation (FICO)?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” first quarter 2025 investor letter.
TimesSquare Capital U.S. Mid Cap Growth Strategy Exited its Position in Teradyne (TER). Here’s Why
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” first quarter 2025 investor letter.
What Makes Insmed Incorporated (INSM) an Investment Bet?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” first quarter 2025 investor letter.
TimesSquare Capital U.S. Mid Cap Growth Strategy Sold Its Stake in Brunswick Corporation (BC)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” first quarter 2025 investor letter.
TimesSquare Capital U.S. Mid Cap Growth Strategy’s Comments on Robinhood Markets (HOOD)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” first quarter 2025 investor letter.
Ross Stores (ROST) Fell as the Guidance Fell Short of Expectations
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” first quarter 2025 investor letter.
Here’s What Lifted Allstate Corporation (ALL) in Q1
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” first quarter 2025 investor letter.
Here’s Why TimesSquare Capital U.S. Mid Cap Growth Strategy Added Hexcel Corporation (HXL) to Its Portfolio
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” first quarter 2025 investor letter.
JFrog Ltd. (FROG) Rose 9% in Q1
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” first quarter 2025 investor letter.
TimesSquare Capital Management U.S. Mid Cap Growth Strategy’s Q1 2025 Investor Letter
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” first quarter 2025 investor letter.
Kingdom Capital Advisors Decided to Sell its Investments in Warrior Met Coal (HCC)
Kingdom Capital Advisors, a private investment firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Is a.k.a. Brands (AKA) a Tariff-Exposed Position?
Kingdom Capital Advisors, a private investment firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s How Magnera (MAGN) Benefits from Tariffs
Kingdom Capital Advisors, a private investment firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Will United Natural Foods (UNFI) Benefit from Grocery Trade-Down Trend?
Kingdom Capital Advisors, a private investment firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
